Prospera Financial Services’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,000
| Closed | -$89K | – | 2442 |
|
|
2022
Q1 | $89K | Buy |
+8,000
| New | +$89K | ﹤0.01% | 1151 |
|
|
2020
Q4 | – | Sell |
-8,000
| Closed | -$78K | – | 1412 |
|
|
2020
Q3 | $78K | Buy |
+8,000
| New | +$78K | 0.03% | 483 |
|
|
2015
Q1 | – | Sell |
-26,379
| Closed | -$161K | – | 349 |
|
|
2014
Q4 | $161K | Hold |
26,379
| – | – | 0.04% | 275 |
|
|
2014
Q3 | $151K | Buy |
+26,379
| New | +$151K | 0.04% | 262 |
|
|
2014
Q2 | – | Sell |
-17,449
| Closed | -$102K | – | 281 |
|
|
2014
Q1 | $102K | Buy |
17,449
+1,910
| +12% | +$11.2K | 0.03% | 243 |
|
|
2013
Q4 | $82K | Buy |
+15,539
| New | +$82K | 0.03% | 249 |
|